Unclaimed Profile

Carlton Oldis Savoye

PRINCETON PORTFOLIO STRATEGIES GROUP LLC·PRINCETON, New Jersey

Clean record22 years registeredPRINCETON PORTFOLIO STRATEGIES GROUP LLC

212 CARNEGIE CENTER, PRINCETON, NJ 08540CRD# 4577607Firm CRD# 158570

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Carlton Oldis Savoye · PRINCETON, NJ

Registration

CRD #4577607 · PRINCETON PORTFOLIO STRATEGIES GROUP LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PRINCETON PORTFOLIO STRATEGIES GROUP LLC

PRINCETON PORTFOLIO STRATEGIES GROUP LLC

Sep 2011 – Jul 2021

PRINCETON, NJ

PRINCETON CAPITAL MANAGEMENT INC

Nov 2009 – Sep 2011

PRINCETON, NJ

DAVIDSON CAPITAL MANAGEMENT

Sep 2003 – Aug 2006

DEVON, PA

Registrations & Exams

Registration record

First registered · September 15, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRINCETON PORTFOLIO STRATEGIES GROUP LLC

CRD 158570 · SEC 801-72695

AUM

$571M

Regulatory assets under management

Employees

458 client accounts

Services offered by PRINCETON PORTFOLIO STRATEGIES GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PRINCETON PORTFOLIO STRATEGIES GROUP LLC →

Introduction

Speak with Carlton

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Carlton is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PRINCETON?

Browse all registered financial advisors in PRINCETON, New Jersey or claim this profile if it's yours.

Browse PRINCETON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Carlton Oldis Savoye offer?

Carlton Oldis Savoye specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Carlton Oldis Savoye's credentials?

Carlton Oldis Savoye is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carlton Oldis Savoye located?

Carlton Oldis Savoye is based in PRINCETON, New Jersey, last registered with PRINCETON PORTFOLIO STRATEGIES GROUP LLC.

How does Carlton Oldis Savoye charge for services?

Carlton Oldis Savoye's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRINCETON PORTFOLIO STRATEGIES GROUP LLC?

PRINCETON PORTFOLIO STRATEGIES GROUP LLC has approximately 9 employees and manages $571M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →